arers Unite Carers in Mid Devon ANNUAL REPORT 1ST APRIL 2024 - 31ST MARCH 2025 Unite Carers is a Company limited by Guarantee Charity Number: 1099188 Company Number: 04779388 2 Bridge Street, Tiverton, Devon EX16 SLY Telephone No.: 01884 257511 e-mail: info unitemd.or .uk Website.. www.unitecarers.org.uk Patrons: Angela Rippon CBE, Lady Louise Amory
Unite Carers in Mid Devon Information and Support for Carers A Carer is a person who provides regular unpaid care for a friend or relative who cannot manage alone because of severe i//ness, disability, frailty, or vulnerability. The aims of Unite Carers. Service are: To promote any charitsble purpose for the benefit of unpaid carers who look after someone who depends on them in the Mid Devon community, by the advancement of education, the protection of health and the relief of poverty, sickness and distress; also to ensure that every individual is made aware of the services available to them and is given the opportunity to express their nd5 effectively, regardless of race, gender, sexuality or disability. Contact detsils: Unite Carers In Mld Devon 2 Bridge Street Tiverton EX16 SLY Tel: 01884 257511 Email: info@unitemd.org.uk Website: www.unitecarers.org.uk Office open by appolntment Monday to Friday
CHAIR OF TRUSTEES REPORT _ 1st April 24 to 31" March 25 We have had a busy year as demand forour service increases month on month and our 'across-the-board" support System is estimated to reach out to approximately 1,000 people in Mid Devon, receiving benefit in some way from Unite Carers. The list of services offered is extensive and you can find full details in thls AGM report from: Sharon, our General Manager Tracy, our Carers, Services Manager & Deputy Safeguarding Officer Fiona. Trustee and Volunteer for support groups with special interest in dementia Janlne, our marketing and community Trustee Communication between staff and Trustees is well managed through Tracy's monthly statistics table of numbers using our support services, and through staff's written reports to Trustees before each board meeting. Staff also attend board meeting5 by arrangement. In January 2024, our Volunteer Advisor Andrew Grzezinski gave a presentation to the Board with an overview of our charity, suggesting a need to focus on the main priorities ofthe organisation and to identify what we want to ultimately achieve for the future of the organisation. In May 2024 Simone was invited to join the Board of Trustees. Simone's experience in fundraising qualified her to become the Trustee supportingthe fundraising team. Demand for assistance in filling out forms is increasing and our form filing team. mainly volunteer Margaret Phillips and Trustee/volunteer Tina Webber were recognised for their amazing work in this area. The counsellin8 service saw two new counsellors joining us, this continues to be a well-used service. During Volunteer week In June 24Trustee Stephanie recorded a video message on Facebook thanking our volunteers for their Invaluable work. That- and our open day- attracted quite a crowd of visitors stimulating interest in what we do. One of our volunteers, Liam, approached the Board with enthusiastic ideas for promoting our charity in the community and across Mid Devon. His ideas were well received and gave quite a boost to our marketing and community activities. Liam did not want to be the organiser, but his ideas were the start of a new focus group and responsible for the pop-up banners we decided to buy. The findings from that meeting are the basis of our present Marketing and Community Group. We are very grateful to Liam for all the time and thought he gave to promote this project. Throughout the year we have remalned alert for any occasion where we can raise our profile.
Chalr of Trustees Report (Continued) In July Paul resigned from the Board, we were sorry to lose him and hls expertise in good governance. His service to Unite will be missed. Unite Carers have received 2 Quality Assurance Marks this year- one for Unite Carers from Devon Voluntary Action and a second from Devon Memory Café Consortium specifically for our Forget Me Not Cafe. Special thanks to Tracy for Eathering the information required to achieve this recognition for our services. August brought Fiona Bladon and Janine Steadman to us as new and very welcome Trustees. Both these ladies come with a wealth of knowledge and experience. In September Andrew presented his paper'unite Carers Current Overview,; it was gratifying to note that many issues identified in his January paper had been successfully dealt with or adopted as current practice. One example being to reschedule our Board meetings from monthly to quarterly resulting in better use of Trustee time. Lady Louise Amory had been Patron to Age UK in TJverton which closed following the pandemic, we approached herto see if she would consider a patron role for Unite Carers and were delighted when She accepted and joins our long-standing Patron Angela Rippon. At the last AGM I was able to tell the meeting that we were now in a position to advertise for a third member of stsff. This intension is still very much on the agenda. The board decided to wait for the approval of the 3-year plan which may provide us with directions on the way forward and a decislon on the skills we wlll be asking for of a new employee. Sadly, desplte constant endeavor we have been unable to secure a Treasurer. Sharon has done a sterling job taking on this role. Although we are aware that many charities operate without a Treasurer thi5 is not a situation we are happy with. The search 8oes on. A review of office safety resulted in the installation of Ring Doorbells at number 2 and number Unite Carers has gone from strength to strength this year, we are in a strong position, strong enough to consider improvements to our servlces to carers across Mid Devon. For myself. as I step down from the role of Chair of Trustees, I look back with gratitude to those who have made my time in the chair fultilling and enjoyable. I thank you all and intend to remain on the Board as a Trustee. Those involved in our charity are remarkable - Volunteers, Carers. Staff and Trustees. all playing their own huge part in the delivery of our services. The unselfish giving of their time, their commitment and dedication make Unite a charity to be proud of and l am sure our founder Carol Benn would endorse this wholeheartedly. Bernice Philbrick Chair of Trustees
GENERAL MANAGER OVERVIEW th In our 22. year I can't quite believe that I'm heading into my 12 year working for Unite Carers. It's been a very busy year for all of our seniices. Tracy and l are delighted with the increased numbers of new volunteers supporting increasing numbers of carers and their loved-ones. Tracy's report gives detailed information on what Unite has offered for the last tax year and to date. We could not do what we do without our wonderful band of volunteers and we thank each and every one of you for your contribution to our success- no matter how small! I believe that Unite Carers are unique in the amount of face-to-face support we provide forour carers and their loved ones. We may be small, but we are mighty! The people we support have a person-centred approach from staff and volunteers alike, which is tailored to their ind ividua I needs. In th is report I have included quotations from carers, professionals and volunteers giving testament to how we are "Making A Difference" to unpaid carers in Mid Devon. Such positive feedback makes me proud of what Unite Carers have achieved yet again this year! Although l oversee the day to day running of the charity, some of my time is spent applying for funding to support the work we do. Our volunteer Andy has done a great job supporting and encouraging me when we have the odd unsuccessful response. You will see from the attached list of donations and grants that we have had a successful year. However, in order to employ a much- needed third member of staff we need to continue with our success. Regular donations from individuals are invaluable - especially with the addition of gift aid - so please consider Unite Carers if you like to support a local charity. Another part of my job is keeping accurate financial records, holding tight to the purse strings and liaising with our Accountants Apsleys when producing the Annual Accounts. If anyone has any specific questions about our expenditure please get in touch. Our membership numbers have now increased to 38. If you would like to vote at ourAGM and notalready a Member, then please ask to complete a membership application to have your say about the running of the charity. There is no cost.
GENERAL MANAGER OVERVIEW (Continued) Our website and Facebook pages are full of information for carers, but most importantly we are able to support carers who do not have access to the digital world and want to see us face to face. As well as the monthly support groups and face to face befriending, carers are able to drop into our office for direct support. We are generally open at least 10 am to 4 pm Monday to Friday, but it is always best to call ahead in case Tracy and l are in meetings, covering groups, or indeed on leave! We useour No4 office for manyof oursupportgroups which means we are able to get to know our carers more personally and sUPPOrt volunteers when needed. Having marked my decade with Unite in September 2024, 1 have looked back at all of our records and see that several volunteers have reached their 10 year milestone over the last couple of years. Thank you to John Anderson. Neil Babbage, Alison Knott, Liz Verdonkshot, Jean Milne, Jackie Quaife and our Trustees Tina Webber and Bernice Philbrick for your support for over a decade, with a special mention to Jenny Tower who has been a volunteer, Trustee and member of staff ! We have had feedback from volunteers and carers that they are not very fond of our "spider web logo. As we have almost completely run out of leaflets we would like to take this opportunity to "re-brand" and would welcome ideas for a new logo and/or theme. My main highlight from the last 12 months is seeing the bonds that have formed between the carers, their loved ones and our volunteers. Social gatherings and the peer support I have witnessed through good times and bad have been heartening and l am sure long-term friendships have been made. However, my claim to fame is that l am still in regular contact with our famous Patron Angela Rippon and I hope you enjoy the annual message that will be played at the AGM. We are also grateful to Lady Amory, our other Patron, for her continued support. To our Board of Trustees, volunteers, advisors, carer5 and friends of Unite-thank you for making our work so rewarding. I feel we are one big family and the peer support we give to each other cannot be beaten! A Special mention to my dedicated colleague Tracy who goes above and beyond in everything she does. Please keep an eye on our website: www.unitecarers.or .uk and our quarterly newsletters to see what's to come in the next 12 monthsl With very best wishes Sharon Trerise General Manager
General Manager's AGM Report- MakingA Difference We very much appreciate teedback from carers and professionals about our services- and what Unite means to our volunteers- these are a few examples! Feedback From Carers: "We would like to letyou all know howmuch Unite Carers has added to the qualityof our lives. Chris has recentlyspent time in hospital, and it was made so much easier because of the information we got from Unite. I wouldn't have known about free parking with the Carers b8dge to start with. Also, I now know it is my right to staywith Chris which makes us both feel happier. I learnt about the Dementia nurse and therefore contacted her before ourappointment. Our Differentjourneygroup has resulted in us doing things we would never have gotround to. For example, the picnic, and the walk around the walled garden. Also, the wonderful Christm8s party. Chris is always keen to go, even when he has notbeen feeling well. The atmosphere is always positive and supportive. We alw8ys have a laugh and its been great to get to know everyone. I don't feel on my own anymore. I know there is help just a phone call oran email away. The l.T. help has made such a difference. We can now use our smart T.V without problems. We can find our devices when theygo missing. Chris got so much joy from listening to his MP3 player in hospital. We are now overa yearon from the diagnosis and we would honestlysay ourlife is good and happy. Also, we have never had such an active social Thankyou all for everythingyou do, itme8ns so much to us. 8est wishes Gina and Chris .
Feedback From Carers (Contlnued): "Margaret Came yesterday, as arranged. to begin completion of the 32 page application form forAttendance Allowance. She will return next Thursday to complete this saga. Her support and sympathy were beyond praise and I cannot express mygratitude sufficiently. I thought I was managing H8zel s illness adequately, but l am amazed 8t the sense of relief I feel at having discovered Unite Carers. fhankyou all from the bottom ofmy heart." "When we got home on Tuesd8y 8fter Forget Me Not I was told what a lovely 8fternoon it had been. By the time we went to bed I had been thanked fora very enjoyable day three times. 'Th8nk you Tracy so much, it was good to talk to you and I feel that a weight has been lifted off my shoulders already." "Thank you for listening to me'rant on and on" this morning. As I've said before- you do a wonderfuljob there for so many of us., '1 thought that I should probably check In wlth you to say that I went to the Oasis meating at Padbrook Park this afternoon. I found it very uplifting and really enjoyed myself. I can't r8member when I laughed so much. In fact I came hom8 on a'high,. It did me the world of good and I fully intend to go to the group as often as I can." "Thank you so much forthis, I really appreciate all the support and help you have given me." "Unite Carers has made such a difference to us. Without It we would have had no positive contact since the diagnosis. So thank you from both of us for all you do." "Thank you! Simone has been an absolute godsend to me-things are such that I've really needed to "off load" to her.....overwhelmed as l am. I'm really grateful to you there- for arranging for me to have such a lovely caring listening ladyto talkto.....Thank you!J>
Feedback From Professionals: "Keep being awesome in all you do. It has been fab to work with you over the years whilst I was at Involve and at Tiverton Wellbeing.- Your drop-in was wonderfuL- you were so welcoming and friendly greeting everyone who came in like an old friend- it was a lovely atmosphere." -Thankyou so much Tracy-you arejust epic!!! l am sure this will make a diff erence to C. I will catch up with her in a few weeks and se8 if I can link h8r to anything else. Thank you so much for being so awesome. l am so pleased for C." .1 just wanted to feed back as I met with L earlier today and it was like meeting with a ditterent person since I first started working wlth her a month ago. Now she knows that there is support available and people to reach out to should she raquire advice, or just needs a safe, non- Judgemental space to be able to share experiences with someone who understands, it has totally transformed things for her and she no longer even requires our Wellbelng involvement. Her feellngs of overwhelm have been replaced with calm and she described it as a huge weight having been lifted off her shoulders. Thank you tor making such a diff8rence!9g Feedback From Volunteers: "Such a wonderful opportunity to become a volunteer with Unite Carers. Such varied roles available. Everyone is so friendly, staff and volunteers. I really enjoy workingin the office a couple of days a weekand helpingout at Various meetings...The Forget Me Not afternoon and the DJ meeting. such worthwhile get togethers for carers. their cared forpeople and staff. Various social events are also available for everyone to join in.. .volunteering with Unite is very enjoyable and enlightening for everyone concerned.-
"Dear Bernice & The 808rd of Trustees Thank you so much foryour lovely letter. it was such a wonderful surprise. I really enjoy helping Carers at Unite Carers in Mid Devon and always feel appreciated for the volunteering I do. Sharon and Tracy are great- supporting and enabling me in my work and always ready to support me with a listening ear and a smiling face. I feel it's important to use any skills I gained as an Occupational Therapist to better carers lives. It s a known fact that all of us n8ed a little help from tim8 to time. You are right in saying that these complicated forms are a real challenge for carers and their families. and they often give up before starting, missing out on benefits they are entitled. I have been a carerand advocate all my life, h8ving8 Slster, Joyce, born with Downs Syndrome, there were only fifteen months between us, but I was able to speak for herand my mother and others as no-one else could understand what she was saying. I've had a career and a family life caring for others, with many 8ppreciative comments, but to receive your letter was a real uplift and an awakening for me in recognition of my work. so thankyou again. As a volunteer I wanted to say a big thankyou to Sharon, Tracy• volunteers and carers who have been so helpful and supportive over the last 18 months whilst I have been struggling with severe mobillty and health issues. Getting the attendance allowance and most importantly Sharon's help in getting the blue badge has relieved a lot of stress enabling me to go back to some of the places I love to visit. There have been times when I struggled to cope. wlthoutyour support I am not sure how I would have done. Thank you to everyone who has tsken the time to send us such positive feedback
GENERAL MANAGER'S AGM REPORT- INCOME 202412025 Grants.. Charles Hayward Foundatkin Credlton T¢wrt Council 5,WO.(KI 2,IKXJ.(KJ CullomptonTown Councll OawdGibbonsTrux l(KX).00 5,(KQ.OD 3,O.0D io,oco.00 Devon Community Foundation Gatheld Weston Foundation12Dd Df 21 Groundworks-Tesco BlueTok2 I.2C.00 20.OW.fX) 4,322.( 7.5.00 .c¥)o.00 LotteryAwards ForAII la50nic Ch3rltablÉ Foundation12nd of 3 Mccarthy & Stone Foundatlon Ibell Foundation12n¢ of 21 rivertonTown Council sth).cx) Weinrtock Fund13rdof 3 3,W).Crt) Total Grants: £ 73,528.00 Donations: Bampton PCC Charity Bingo Chittedey Charllydthation cOp D Gentdonation SW.C¥J S00.(K) soo.(k) Oavid Saunders 156.00 Donation MP 25.00 HTru5t donatlon Jean Butler dy Amory LG& MT Lost Kitchen Duck Race 5(O.00 Lynda Green3wiy Mar8aret Phlllps dorbatlrjn Maureen Whiteleylln memoryTrev(Jrl Mr & Mrs Brav Mr& Mrs Brown 3S.OQ iio.c 741. 25.0 50.CX) r&MrsButr Mr& Mrs Fiizmaurice donatlo L8c.) Mr & Mrs Halsey Mr & Mr5 Ogle Mr& Mrs Phlllips 10.00 50.00 240. 10.0) SDfDPtimistsdon3tiofi rivÉrton Oarts Leaguedonation Trefoll Gullddonation 400.(N) 308.00 249.85 Unlte tolleition wt scountkniory WithleiBhV11138e Hall Oonètlo 13g.59 750.0) 104.C Total Donations: 9,888.44 Other Income: Safe5rop 770. Total other income: 770.00 Interest: Total interest: 4,861.39 TOTAL INCOME: 89.IY17.83
AGM ReFK4rt for Adult Carer Servlces from Tracy Downs, Carer Servlces Manager I" April 2024- 11" March 2025 It seems incredible to me that, as of July this year, I have been working wlth Unite Carers as Carer Service5 Managerfor 3 years. The time has flown by so quickly and much has changed during that time, with still much more to come. Exciting times ahead for Unite. My role at Unite Carers remains Incredibly varied- I manage the dellvery of our 1-2-1 support services for unpaid carers, coordinate counsellor provision. recruitrnent and provlde support, manage and mentor our dedicated team of 1-2-1 volunteers, lead on carer re8lStrations and carer wellbelng and am the Deputy Desi8nated Safeguardin8 Officer. l also manage our soclal media presence and write the newsletter. among other responsibilities that all contribute to the heart of our organlsation - Unite Carers. The heart of Unite- We know that Unite Carers simply couldn't deliver the support we do without the unwavering dedicatlon of our incredible team of volunteers. Whether leading or assisting at the groups. providing vital support through our 1-2-1 services and offering time in countless other ways, the contribution of our volunteers is at the heart of everything we achieve. We truly couldn't do it without you. Thank you for being on board. On tothe numbers- Part of my role is to produce statistics forthe Board of Trustees, 50 leys start with Unite's important volunteers: Volunteers A5 at 31st March 2025. Unite Carers were supported by 58 volunteers (Aug 24: 59). Of those 58 volunteers: 17 were supporting the Groups- decrease from 19 at end-march 2024 (Aug 2025- 15 volsl. 32 were providing 1-2-1 Befriending Support and/or Telephone Friendship- increased from 29 at end-march 2024 (Au8 2025: 32 volsl. 5 volunteers were providing IT Support- no change from 5 at end-march 2024 (Aug 2025: 4 volsl. 5 volunteers were providing Form Filling Support-decrease from 7 at end-march 2024 {Aug 2025: 4 volsl. 4 volunteers providedlare providing CoLtnselling for Carers (Aug 25: 2 - Karen and Faye). We have 2 new counsellors due to join us-jo in September 25 and Sabrina February 26. 7 volunteers were providing admin or office support- increased from 6 at end-march 2024 IAug 25-31. All volunteers have received a DBS check and are DBS clear. All have received induction training and were offered an annual Volunteer Support Meetingthis year with Sharon. This year. Unite's volunteers have been offered the following additional training.. Dementia Awarene55 training- Devon Memory Consortium
Volunteers 30 20 io Groups Befriending IT Support Form-filling Support Counselling offllAdmIn Support Mar-24 • Mar-25 • Aug-25 Now for the people we are all here to help- Carers and Former Carers Carer Re istratlons %• As at 31st March 2025 there were 401 carers reglstered wlth Unite, a steady Increase of 13% from 351 In the same perlod of 2024. (Aug 25: 414 carers registered). A very wam? welcome to you alll New Carer Registrations and Former Carers 600 500 400 300 200 loo New Carer RegistratlOll5 Former Qrers Carer Service5- The Grou s St Durlng the perlod ISI Aprll 2024- 31 March 2025, Unite Carers were offerlng 13 Support Groups to Carers (currently 14 groups for Aug 25 with plans to increase to 15 groups bv the end of 2025. Our group5 are spllt into categorles and Unhe currently have 4 support and friendship groups for Carers of people with any medical condition. They are.. The Bampton Carers. Coffee Group led by Denise. The Cullompton Carers, Coffee Group led byjean. The Tiverton Carers, Coffee Group led by Denise and Fiona. The Crediton Carers, Coffee Group led by Tracy Istaffl.
Unlte's groups for Carers of people with dementia are: The Tiverton Forget Me Not Café forcarers and the people they care for, led by Denise and Fiona with the help of our team of FMNC volunteers. The Culm Valley Oasis, led by Audrey and Veronica. The Exe Valley Oasis, led by Denise and Fiona. The DJ Group 'A Different Journev - For Carers and their loved ones who may be just starting out on their dementia journey, led by Fiona. Due to its popularity, a 2nd DJ Group is expected to start thls year. Unlte's groups for Parent Carers are: The Let's Unite at No.4, for Parent Carer5 Of 5chool-aged children wlth addltional needs, led by Wendy. The Carers of Adults and Teens {1641 with Additional Needs Group, led by Wendy. Unite's groups for Former Carers are: The Uffculme Carers and Former-carers Lunch Group. led by Jackie. The Tiverton and Cullompton Former-carers Lunch Group. led byveronica and Jenny Dlscontinued Groups No groups were discontinued in 2024-2025. However, the Tiverton Safe Stop Group ended in April 2025. For the period 1st Aprll 2024- 31. Marth 2025 there were 1,231 recorded attendances at the Groups. 17.8% down from the same perlod last year at 1,499 attendances. The data Includes carers, cared-for people and volunteers. Group Attendance 1600 1400 1200 i(0 600 400 200 Group Attenance •Mar-24 ¥ Mar-25 Carer Servlces- 1-2-1 Su ort Befriending and Telephone Friendship Unite Carers. Befriending Service is a free, friendly way for unpaid carers to connect with a like- minded volunteer. Whether it's meeting for a cuppa and a chat, planning a small outin& or having a
visit at home If getting out is difficult- the service is all about companionship support rather than therapeutic care. Before matchin& I'll have a relaxed conversation (called a Carer's Assessmentl to understand what the carer is looking for, how often thevd like to meet, and what kind of person the¢d enjoy spending time with. If meetings are planned at home, I'll do a home visit first to ensure the safety of our volunteers. After three months. I'll check in to make sure everythinl5 going well though carers can reach out anytime if they need 5UPPOrt. Any concerns are handled with care and discretion. We also offer Telephone Friendship. followln8the same model, for carers who prefer chattinB over the phone from home. What makes our service special is that it's not tlme-llmited. If the match feels right after the 3- month review, carers can continue seein8 their befriender for as long as they wish. We don't take the sUPPOrt away. Any expenses Incurred for coffee and cake are covered by Unite, thanks to continued funding from Devon Community Foundation. st .? As at 31 March 2025. 42 Carers were recelvlng Befriendlng Support and 9 were recelvlng Telephone Frfendship- Total 51- a 21.4% Increase from a total of 42 in the same perlod of 2024. To our Befriending Team - whether you're offering sUPPOrt in person, over the phone, or lending a hand with our Groups. your impact is so valuable. The care and professionalism you brlng to every interaction is inspiring, not just to me, but to everyone who witnesses the difference you make. You offer comfort, connection, and friendship to carers at the moments they need it most. Thank you. Counselling For Carers We re-started our free Counselling For Carers sernice in February 2023 and It contlnues to gather momentum. Simone left us October 2024 and Catherine in April 2025. after completing their 100 hours of counselling practice, and new counsellors in training Karen and Faye started with us in April 2025. Due to our increasing waiting list for counselling for carers, two further counsellors in training have been bought on board, and Jo is due to start with Unlte September 2025 while Sabrina will join us February 2026. All of our counsellors in training are working towards the Lv.4 Diploma in Therapeutic Counselling and registered wtth either the CPCAB Icounselling & Psychotherapy Central Awarding Body) or the NCPS (National Counselling & Psychotherapy Society) are insured. receive external clinical supeNision and are DBS clear. •% For the period I, April 2024 to 31st March 2025, our counsellors delivered 137 counselling sesslons to 17 carers- a sesslonal increase of 18% and increase In carers seen by 6% on the previous year. Thank you so much Catherine and Simone. Your empathic approach, professionalism and commitment to carers and to Unite is greatly appreciated by us all.
Form-fillin8 Support Unite's form-fillin8 service continues to receive requests from carers for help to complete long and complicated paperwork. We have helped carers with anything from Attendance Allowance to Blue Badge applications. the Household Support Fund to Disability Living Allowance, and this year we added support for Pension Credit to the list. We also offer a confidential space and IT facilities to carers when their home envlronment isn't suitable for the task at hand. 5t For the perlod l Aprll 2024 to 31" March 2025. staff and volunteers delivered 59 fom)- rilling appolntments to Carers, a 7% increase from the previous year Apr 23 to Mar 24. which saw an Increase from the year before that of 450% (worthy of note I thought). A huge thank you to our dedicated fomi-fillingvolunteers. Your commitment and attention to detall make a real and lasting difference in the lives of so many carers. We know how demanding and tirne-consumin8 this role can be and yet you continue to show up with care, precision, and generosily. We're so grateful for everything you do. IT Support Unite's IT Support Volunteer5 help carers to feel more confident with IT and when online. Whether just Betting started or help to better understand the technology already used. they offer friendlv, practical guidance. From setting up an email address and shopping online. to Using social media or navi8ating a smartphone, laptop, or other device. our volunteers are ready to help every step of the way. 5t For the period l Aprll 2024 to 31 March 2025, 10 Carers have aCceed IT support, a Il% Increase for the same period last year. Thank you to our brilliant IT Support volunteers. Your knowledge. patience, and willingnes5 to help make a real difference to carers navigating the digital world. We're so grateful for the time and expertise you share. A special thank you to Phil and Jack whose support with our database this year has kept us running smoothly behind the scenes. 1-2-1 Services 80 60 4D 20 11 Befriending Coun5elling Form-fillin8 ITSuppDrr Mar-24 • Mar-25 I'd like to close by saying well done to everyone at Unite Carers. Dedication, compassion and teamwork have made this another successful and impactfijl year. Here's to everythin8we've achieved so far and to the dlfference we continue to make for carers together.
Unite Carers, Peer Support Groups Report 2025 for AGM I would like to mention figures: 1) The cost of running the NHS for a year in the UK was approximately £189 bllllon. 2) Unpaid carers in the UK provide care worth an unbelievable £184.3 billion a ye8r (fourtimes the amount of publlcly funded spending on adult social Care services). Source." Centre for Care and Carers UK (research 202112022) Charities such as Unite Carers provide a crucial Servi to unpaid carers. Not only in supporting carers to continue in the caring role, but in benefitting the person for whom they are caring, and preventing or delaying the need for other services. such as the NHS, Social SeNices and the Emergency SeNices. Unite does Ihis through befriending, signposting to sources of support and resources, providing supporl in navigating the systems and care pathways and through training and information and guidance relating to specific diagnoses (dementia, autism, ADHD) Unite also runs thirteen Peer Support Groups and numbers of attendees at these groups remain steady. Constantly, we look at ways of increaslng numbers. and at establishing that we are providing what carers want and need Peer Support Group for male carers: A feasibility study to consider setting up a special group for male carers was carried out, but at this time, the was insuffici8nt interest. However, we will keep it in mind for the future Parent Carors Group: We have a lovely new facilitator, Wendy Price, for this group and numbers beginning to creep up (perhaps the picnic at the park helped). Carers of adults and teens with additional needs: Again, we have new facilitators Philip and Linda Cornish for this group. Tracy facilitates the Croditon Group who meet at the Crediton Coffee Company Café, sharlng lively conversation and laughter, as well as offering peer support to those who need to share and talk about worries and frustrations. Exe Valley and Culm Valley Oasis (for carers of someone wrth a diagnosis of dementia): Feedback highlights the importance of the Oasis peer support groups to enable carers to share and to laugh together
Unite Carers, Peer Support Groups Report 2025 for AGM (Continued) Lunch groups for current and fomier carers are definitely very popular and Carers Coffee Groups at Bampton. Tiverton and Cullompton continue to support carers. The Safe Stop Group provided much-needed support and company to carers and cared-for people alike. at a time when isolation could be ovehelMIng. We are sad the group is no longer running. and thank Jenny and her band of volunteers for the joy they brought. Research: To gain carers, input, Dr Catherine Alexanderfrom the Unlversity of Exeter met with our Different Journey Peer Support Group (DJ Group) where she discussed her research into"Awareness matters in dementia" Her survey is now live online for carers to complete. Members of the DJ group were invited to join Exeter University's Patient and Public Involvement Groups in various other dementia research projects as "experts by experien, The group meet once a month at No 4 in a more structured session and socially once a month for coffee and cake, picnics arKI outings. Judging from the feedback, the DJ group has been successful in supporting carers and has reached capacity in numbers. Therefore, we are planning a second group. The Bridge Café (which began life as the Anticipatory Grief Peer Support Group) is a specially-formed group supporting carers in considering future planning including contingency plans, coping strategies. anticipatory grief and financial and legal issues. In Unite's peer support groups we see the anxlety and frown lines on carers. faS tum to smiles and laughter when they meet other carers who fight the same battles, who empathize, suggest solutions. slrategies and resources, share tears and laughter, leading to the realization that you are not alone, that others 'get It" They really do. and they care. Fiona Bladon Unite CarersTrustee
Unlte Carers In Mid Devon - Marketing Report for 2025 AGM Marketing plays a vital role in the sustainability and growth of sm811 charities, enabllng them to raise awareness, build trust, and engage supporters effectively. With limited financial resources, markeling helps Unite Carers to articulate its mission, showcase imp8Ct. and differentiate itself in a crowded sector. It grows stronger relalionships with volunteers, beneficiaries and donors by conveying authenticlty and purpose Ihrough clear. consistenl messaging, Well-executed marketing can attract new partnerships and ensure that our charity's work reaches those who need it most. In essence, marketing is wt a luxury. It is a stralegic neSSity. Fundraising events play a dual role in this strategic development. They serve as essential income-generating adivities and they also functK)n as key marketing opportunlties. Looking back over the year since our last AGM, here are some of the ways in which Unite Carers in Mid Devon has engaged in marketing our services: Our website.. wwW.unitecarS.org.uk Our inspirational quarterly newsletters, in which we share meaningful stories and celebrate community contributions. Social media.. www.facebook.comlunitecarers We have infomiation stsnds at Clare House and Castle Place GP surgeries. Community and outreach events and visits: October 2024- Exe Valley Community Bar Charity Bingo event. November 2024 - Tiverton & District Soroptimists Beetle Drive December 2024- Christmas Carol Concert by Take Note Community Choir at St Paul's Church and Christmas drop-in at Cherith Hall, Tiverton. April 2025 - Visit to DJ Group by Dr Cathy Alexander from the University of Exeter. May 2025 - Duck Race fundraising event at The Lost Kitchen We extend our warmest gratitude to Lady Amory and Angela Rippon, our valued patrons, whose generosity and commitment continue to play a vital role in sustaining our mission. Our warmest thanks also go to Cllr Neal Davey (Mayor of Tiverton). We are deeply grateful for the Mayor's sleadfast support.
Marketlng Report (Contlnued) Our wonderful volunteers and supporters play a vital role in the successful marketing of Unite Carers. They are passionate ambassadors out and about in our community. talking about what we do. Word of mouth is a powerful and cost-effective tool for small hartty marketing. as personal recommendations from trusted voices can extend our reach far beyond fomial channels. We are very grateful for this ongoing support. Looking ahead, Unite Carers will be actively exploring new marketing opportunities to enhance visibility, strengthen engagement, and support its strategic objectives. We recognise the value of fresh perspectives and collaborative thinking. We welcome ideas from trustees, staff. volunteers, and supporters. Whether through digital outreach, community partnerships. or creative campaigns, all contribulions w511 be wnsidered as part of a broader effort lo ensure our message reaches and resonates with those we aim to serve. Janine Stedman Trustee September 2025
UNITE CARERS SAFE STOP SOCIAL GROUP- 2024125 REPORT MyseLf and a verywilling and able group of 4- 5 volunteers continued to run the Safe Stop Group until Easter of this year120251. We had great fun everytime we met (Joinga widevariety ofthings including. pottery painting. craft. playing board and cards games, singing. dancing. playing boules, 'badminton' with fly swat and balloons, quoits and football. various types of bingo. word games, quizzes. puzzles and tellingiokes and stories. You say it. we did itl I It Was always a barrel of laughs. We giggled lots with wobbling racing Santas. reindeers and elves. We all laughed until we cried!1 I Occasionallywe had entertainers in. some of the furrytype dressed in Christmas outfits and loved beingfussedl Santa and his elves came. Whateverthe season we celebrated itwith laughter, fun. stimulation, movement and thoughtfulness. We always had cakes and snacks to give time forjust chatlingwith each other. The room was filled with friendship, kindness and fun stimulation. Sadly, with the age group ofthe Cared for people whojoined us forthe amazingsessions they get poorly, and our numbers began to drop to a point that it was not financiallyvi8ble to keep going. We tried recruiting more Cared for people to no avail. Such a same as. as a group it did enable unpaid carers a morning a fortnight to have forthemselves. They did appreciate this and in fact sometimes stayed to join in our activites. Cherith Church was such a great plac8 to hold these sessions- modern, warm. carpeted, clean, bright and cheerfulwith plenty of parking. Grenville the ministerwas alwaysvery obliging and helpful. Thankyou Cherith Church. Thevolunteers, I think. enjoyed the sessions as much as those attending and were sad when it ended. As volunteers we continue to keep in touch and meet forcoffee and C8tch up every4- 6 weeks. Thankyou volunteers for just joining in, beingso supportive and making everyone so welcome and able to let their hair down. Thankyou. Unite Carers staff and trustees, forthe funding and supportto enable this group to run for manyyears afterAge UK Tiverton sadly closed duringthe pandemic. JennyTower Unite Volunteer
UNITE . CARERS IN MID DEVON FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2025 Contents Page Refer•re and adrninistratictn Trustoès report 2-3 Independènt txamlnsls rèport Stalemenl ol financial activili8s Balance sheel Notes to the fir*ar181 ststements 7-11 CHARftY NUMBER 1099188 COMPANY NUMBER 04779388
UNITE- CARERS IN MID DEVON REFERENCE AND ADMINISTrAnoN DETAILS RegiStd charity number 1099188 Company numb 04779388 Chartys principal addr8SS 2 Bridge Street Tiverton Devon EX16 SLY TNst888 8emice Phlbrick Ichairl Pat Eardley Tina Vvebber Jack Buknn Flona Black)n lappoinied August 20241 Janlne siedman (appointed septemb 20241 Pgul Fit2tnautice (resigned July 20241 Stephanie Hart Iresigned January 20251 Inlkpendenl examiner Mrs M Hutchings Aps Chartered Accountant5 21 Bampton Street Tiverto Devon EX16 6AA 8ankèrs CAF Bank Litrmted PO 8ox 289 Wesl Malllng Kent ME194TA
UNITE- CARERS IN MID DEVON REPORT OF THE TRUSTEES YEAR TO 31 P4ARCH 2025 The Trustees present their rep¢>rt and the financial stalemenls of the ¢hwty for Ihe year ended 31 March 2025. The tru51ees have adopted the provisions of the Slaternent ¢1 Reeommended Practi¢8 ISORPI"Accounting and Reptriir@ by Charibes- IFRS 1021 In preparlng the annual rep([ flnanciol statomenls of the charity. OBJECTIVES AND ACTlVtriES Surrffiary of the objects ofthe charity 5•t out in Its govemlng do¢ument To prornote any charltablg putPOSg for tho bengfit of unpaid Carers who IoDk after someone hvho depend8 upon thern In the Mid Devon a8. Surnmary of mzin activit185 in r•lation to tho$0 obj•¢t1$ Unite Carers provide5 adVI- face to facÈ. by lelÈphonè by e-mail. Unite Carors, volunteers ftwet ¢arer$ r freshments and visit Car&rs at home to provide 'befrnding. suppjrt and can s150 provide fogJla teFephone support calls, as well as IT support and a group sitting serwice lo allow c8r8rs to g8t respite from their Garing riAe. A $pe¢iali$t"Forg81 Me Not. C8f& for people with dementia and their carg operates once a month in Tiverton. "Oasis. peer 8UPPOrt groups for carers of P80pl8 with d8rn?ntia are hehl Monthly in Tiverton and CulloTnPtGn. Other general and specialist Carer Support Groups run èvery mnth li various locations io provlde Car6 th the oprM)rtuniU&s for peer 8UPPOrt includlng tlwe ring for ¢hik1rn, te•nag¢ts and ats with sp¢cial Oducat)n8I noods a1 those with d8Thntia. The charty curyenly has 58 tsained volunteers who help to providè our servitss and who a vital to Unitfj Carers. Th ¢ontribuUon they make in supporting Carars is invaluabK8.' Supporting Iha oftKo, helping with CarS. groups, sending out invilalions. acting as first-stsge mentors, phoning Carers at home for a friendly Ghat and visiting care to provide soual $uprKYt and practical as&slanc8 as well as forni fillno, IT $upp(rt and counselling. Th8 chsrity a150 SUPPOrt$ foTm8r carets. 1 our groups are free of charge. The Twste8s have regard to the Charity Commission guldance wbll¢ ben¢fft and belleve Ihls l& achieved vba the charftys 0e¢t88. 3cliYities and good govern3nce. ACHIEVEMENTS AND PERFORMAN¢e Summary ol the main achievemonts of the charrty during the year We now have 13 monthty 8UPPOrt 9roup5 wlh 8Th averago 01103 attendances per month. 51 carers recewe fxe to face befriending ortelephone support. Our counsellors have dellvered 137 counselling sessions to 17 caier5. 10 CarS have recelved IT supporf and slaff and voluntoors havfj dèlivered 59 form filing appointment5 to car8rs. At lh¢ end Of th* year, we had 401 carets and 78 fomier ca1$ registed th Unite. All r8cewe our New51etters. the malority by trmall. Support forAdull Carer5- Volun180r support continues. with Carers benefiting from home-ViS¢t5. meeting for wffee or 1VIng telephone support services as well as support groups, IT, fomi filling, bereavem2nt support and counselling. Support Groups have continued to provide r8Wte breaks and oppjrtunities lor car$ across Mid Devon. The 'Forget M8 Not. Caf& 1$ h8ld monthly in Tiverton wlh increasing sUPtx)rt an¢J nvmbers. P80pl8wth d8m8ntia and Iheir Car8rs are abl8 to enjoy a paSant Soal aftemoon with tea. cakes ar ¢hat and help and advlce, wmh 5UPPOrt from expernced volunteers and 50metirne5 with thats from [lesS1oal8 Our newest group'A Drfferent Journev. offers support forcarers and Ihe ca-fOr re¢gnlly diagnosod wlh dgmgntia. Th8"Oa&s support groups, for dementia carers. are hel¢J mthlY in Tivgrton and culMPlon. We 1 Support groups for al carers in Tiverton, Cullornplon. Batnpton and Uffculrne areas. WÈ arè also pleased to conlnue to support the monthly Form8r car$ Lun¢h. Slttlng S•Thico Our'safe Stop sla1 Gft)up" in Tiv8rton lntInUed to mn t¥Mce 8 rrL)nth bui due lo very small attendaTh numbers the group will a$a in April 2025.
UNITE- CARERS IN MID DEVON REPORT OF THE TRUSTEES YEAR TO 31 MARCH 2025 Counselling Servi¢• Our free counsellin9 seNicè is in great demand bwth 137 8ossion8 provided to unpaid car8rs throughout the yèar. Publl¢l¢y and Promotlon We wel¢oft invitats'ons to wornole our services lor Carers and during thi5 year we have (LtInUed to wort wdh other gwups to provide InfoTration 51ands at local ovents. Further Developmènt We run $pe¢rfi¢ training courses fof voluntews bTri$hing lo $upp(t Adult Carers. We ¢ontsnue lo strengthen our $ervKes to Carers Ihrou9h U)e further depment of ow team of ¥onteerS and expanslon of our groups and serviw. Our staff recelve appropriate updated training for Iheir roles. FINANCIAL REVIEW Result for the year The finarKial 51atem8nts show net surplus for the year of £11,77312024'. n81 Su15 of £19,7601. Reslricled funds at Ihe year end lolal £Nil12024.. £Nill. Designated funds at the year end total £60912024.. £1,267) Ullrè5trKi6d funds at the year ond 10t £96,31212024.. £83,881) Brl¢f $ummary of Ihe ¢harltl$ poll¢y on $tr SLth¢lent funds should ahvays be avalable, equlvalent to at least 61x months of operational Costs to meet all ¢ommitsnents am1 for effecb"v& transition of Carer supprrt. should the need arise. Unlte hOS no fixed property assets and all other assels (equipment, et¢.} ar8 written ofl in the year of purtha$8. STRUCTURE, GOVERNANCE MANAGEMENT Type of govemlng document Memorandum and Artides of Associalion How th ¢harlty Is ¢on¥tittited Company limited by Guarantee Addltlonal governance1s8ues Trustees are invited lo s8rvg from existing volunteers who are usually Carers, fornwr-Car8rs or support8r8 of th8 Organisatn. We are obhged to h8ve at least one third of our Trustees 8s experienced Carers as we need lo ensure that our organisation is truly'Carer48d'. Pol8nlial TnJst88s m881 wth the Chair and another trusteè for a discussion about the role, the charty, it's objectives and If8 posltion lo flate, plus an ide8 of what is expected of them. li tho candidate is still int8r8sled they will b8 asked to attend a Trustee rneeting as an observer and Ihereafter. both parties being in favvur, Mryll be voted On the Board. Al ngw Trustees are asked to visit Iho Charitios Comtnissim website and Ihi%oughty read 'Th& Essenlal Trustge. whi¢h lescribes the roles and re8ponsitlities of TnJst8es as well as undertake on-line training lor n8W tnjslees. They will receive a Volunle8r$ han(Jbook at the tirn8 Ofpiny Unit8 whkh contains much useful information. In accordance wsth the Charity Cornrnission's requirement$. thè Tru5t8ès regularty r•viow the risks to which Ihe organisation rnight be exposed. OTHER OPTIONAL INFORMATION This year saw the ¥4>pointtnent of 2 newTrustees and the r&sigTralion of 2. Our General Manager rewrts to the Board of Trustees tr Charity's ffi'nancial st8tus and funding appliCatTr situation which 15 discussed OP8[Y al the rnonlhly Trust89 mgelings so that reasonable and prudgnt deci5i0ns on the charity's fundin9 and oxpendityre may bo ma(le. We do not receive any dir8d Ictsj or e8ntral funding to support our op8ratiDns and rely mainly on grants from Charitab trusts and foundatlons. W8 are lucky 8nough to ba In r8cglpt of a numb8r of donations from local individuals and LKganisatioDs wkrJ recognise the 9ood worf( that Iks. FundirvJ Unite's operations ¢oniinues to be chalng1W. This r8port has bggn prepared taking advantago of thg small cownies gxgmption of Section 415A of the Companies Ad 2006. Approval Thi% report wa5 approved by the board of Directors and TNstees on ......... .... and slgned on its bohalf. I&L Lp&-L J.&f MR$ F BLADON (TRUSTEE)
INDEPENDENT EXJNINERS REPORT TO THE TRUSTEES ON THE UNAUDITED FIMANCIAL STATEMENTS OF UNITE. CAR£RS IN MID DEVON I report to tho charity trusto0s on my axamination of the sccounl$ of tha companylorthe year ended 31 March 2025 which ar8 set oul on pages 5 to 11. Re8pectlv• responslItI*$ of tru$t••$ and •xamin•r As the chahty tru$teos of Ih& wmpany land also rts dirgCtOTS for thg PUry)¢)ses of o)mpaTry lawl you are responsib for the preparabcfi of th8 acwunls in 8ccordance wilh the requlremenls ol the Comp185 Act 20061'th8 2006 Act'l, H8ving saNsfied myself that Ihe 8tt0unls of thÈ tompany are not requlred to bÈ audited under Part 16 0(the 2008 Act and a eligibl? for independent examination, I report In respect of my examination of your coranS accounts as carried out under sectK)n 145 of the Charities Act 20111'the 2011 Acl'l. In Ca9 out rny eXatiOn I have folk)wed tbe Directions given by Iha Charity Commlsslon under se¢tlon 14515llbl tsf th• 2011 A¢t. dapondent gxamlnerfs statèment I h8ve cotypleted my examination. l confirm th8¢ no matters have ¢ome lo my attantir in connection with Ihe ex8ntIon giviro cause to believe that in any malarial respect.. counting record5 are not kept in respect of the cornpaTry a5 required by seGlion 386 of the 2006 Ad., or nting r¢wrds do not ac¢ord those ie¢orés- or Ihe acccAJnts do not compty th the accounting qUIreMentS of section 396 of th8 2006 Act other than any requirement that the a¢¢ounts glve 8.true and fairvlew, vA)ich 1$ not a maller consldered 8S Part of 8n independent examlnation". or the accounts hav8 not been preparad In 8ccordanc8 the thOdS and prinaVe8 of the Statement of Recommended Practk& foraccountng and reporting by charities applicable to chadties preparlng Ih8lT accounts in accordance wilh the Financial Reporting Standard applica? in the UK and R8public of Ireland IFRS 1021. I have nts concerns and have Gotne aGr05S no other matters in connectw with Ihe examination to attentlon shoukl be drawn in this report In order to 8n8bl8 a prop8r understanding of the accounts to be reached. Mrs M Hut¢hI$ Ap$l•y$ Chartered Accountants 21 Bampton Street Tlv•rton EX16 6AA
UN1TE-CERs IN MID DEVON STATEMENT OF FINANCIAL ACTMTIES IINCI)RPORATING INCOME AND EXPENDITURE ACCOVND YEIR TO 31 MARCH 2025 Tol21 2025 Totsl 2024 Notes Unresiricted Designated Restricted Income and endowm•nls from: Donations Grants Income from rxjntracts Int8r8St other income T¢tal In¢omp and endowffleTrts 9,832 69,697 57 3,831 .889 73,$28 13.S25 77.760 4,861 4,861 770 89.048 2.777 1.338 95,400 770 4,658 84,390 Expenditure on: Charitatrde Total expendlture 8,859 8.859 68,416 68,416 77,27S 77275 75.640 75.640 Net in¢ome I lexpenditurel beforn tran8fer8 Transfers between funds 75.531 I63,1) 163.7581 63,100 11.773 19.760 Net incom• I léxpendl¢urel •ftertransfors Fund balancos at 1 Aprll 2024 Fund balances at 31 March 2025 12,431 83,881 96,312 16581 1.267 11.773 85.148 96.921 19,760 65.388 85,148 The notes on pages 7 to 11 fo part of these financial statery*nts.
UNITE- CARERS IN MID DEVON BALANCE SHEET 31 MARCH 2025 202$ 2024 Note5 Non*urrent assets Tangible Fixed a$set$ Current a$$¢ts Debtors Cash al bank and in hand 175 88,226 86,401 98,812 98,812 Creditors.. Amount5 falling due within one year 1,891 1,253 Total a$s¢ts kns$ ¢urrg1)t Ilablllt1•5 Net 8ss•ts 96,921 96,921 85.148 85.148 Income funds Reslrict8d funds Unrostrictod fund$ Designated funds Other charilabl8 funds 10 609 96,312 96.921 1.267 83.881 85.148 For the ending 31 MarGh 2025 the wmpany wgs entitled to gxgnwion from audlt under secllon 477 of the Cornpanw5 Acl 2006 re181ing to srnall companies. DIreor$, re4)oD$iblilies'. . The members havo not roquired Iho company to obtain an audlt of its accounts for the year in question in accord8nce with Section 476- . The d1ClOr$ acknowledge their respon5ibi1it18s fDr corr¥)tying knAth the requir8m8nt8 of Ihe Act with sPeCt to accouniing record5 and the preparation of accounts. These accounts have been wepartd in accordance th the prowslons applicabl8 to compani88 subj8Ct to the small Companies. regine. The financyal 5ta¢ements wEre approved and authtiised for i55ue by Ihe Irustees on........ and srgned on Iheir behalf by. MRS F BLADON (TRUSTEei Th8 niles on pages 7 10 11 lom) part ol these finan¢ial $¢atemenls. C(1panY numbar 04779388
UNITE. CARERS IN MID DEVON NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2025 1 AtIng F>oIiGi•5 1.1 General Informatiijn ¥nd basis of preparation Unite- Car&rs in MKt Devon 15 a Private Limiied CcmpaThy by guarantee and Charity registered in England within the United thgdom. Tha charity constilutes a public benefit entity as defined by FRS 102. The financial stat8m8nts have b88n prepared in accordan vAlh AGGountlng and Reporting by Charitl8s. Staterrnt of Recommended PrxtiC8 applicable lo charilt8S Ptepahng Iheir accounts in accordancé th the Financial Reptyrting Stdard typlicable in the UK RepublK of Ireland IFRS 1021 issued on 16 July 2014 las Updated Ihrou9h Urxlaie Bullolin 1 puNish8d on 2 February 20161, th8 Ch8rities Acl 2011, Ihe Companies A¢t 2006 and UK Generaly AeGepted AccrAJnting PradKe as il applies from 1 January 2015. The ¢harty has applied Update Bulletin 1 as published on 2 February 2016 and does rtr)t includ8 8 cash fk)w statement on the grou5 Ihal it is applwng FRS 102 Section 1A The financial staterrEnts are prepared on a going concem basis under the historical cost cmvention, nY)dified to include certain itefyks al fair value. The financial statements are presented in sierling wttrch is tha fun¢tional ¢urre of the charity and rounded lo the nearest £. The swnificant actounling poli¢18s applied in Ihe weparaknon of these financial state¥nents are set tyjt beknw. These pc1iu8s have b8eTh eonslslenuy applied to 811 years psented unle$$ olheMi$e staled. 1.2 Fund8 Unrestricted funds are availab18 for use al the discrelion of the trust$ in furlherw¢g of the gora1 ol'ectNes of the charity and whKh have not been design8t8d for other PUse5. D•signaied funds comprise unreslricled funds that have been set ashle by the tnjstees for parbcular purposès. Tha aim and use ol each d8$ignated 15 set out the note5 to the financial staternents. Restricted funds are funds which are to be used In accordance vrith specif* rèslridlons Imposed by donors orwhieh have been raised by the charity for partilar purposes. The cost ol raising and admini8tenng such funds are ¢harged against Ihe spe¢ifjc fund. The aim and usè of each rastiicted fund is set tsjt in thè llotè5 to the finand81 statements. 1.3 Income recognltlon l incoming resources are included in the Statem8nt ol Financial Acbviti8s ISOFAI Nthen the ¢hariiy is legally entttled to the income after any p9rforrnance ConditnS ha been mel, the amount can be measured relkqtdy and il is probabl& that the in¢ome will be received. For dgnation$ to b9 rètognlsgd the charity wlll have been nolified of the amounts and 5etUernpnt date in ¥ffitsng. If there are cond'lions attached lo the don81ion and Ihis requires a level of performance before enliuernent can be obtained then incorne is deferred until those condrtions are fully mt or th8 fuffilnt of th08e condition$ is bmthin the ntrol of the charity and ik Is probabl8 Ihal th8y will b8 fUed. No amount is induded in thÈ finanri81 ststents for vdunteei tiwne in line with the SORP IFRS 1021. Further detail 15 given in the Trustees. Annual R8port. Inv8slm8nt In¢ome repsents bank Snterosi and is accounted forwhen received. Gov8mm8nt grants are egnIsed at tt)e lair value ol the asset received or rl¥aLle when the is reasona8 assurance that grarbt condilions will b& met the grants viill bè re¢8lved.
UNITE . CRERS IN MID DEVON NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2025 1.4 Exponditur8 recognition 18xpendttur8 is accounted foron 8Tr atcruals basis and has been cla$sffled unéer hgadlngs that 8ggr8gate all cos15 relaled lo ihe category. Expenditure Is Tecognised where therè is a legal or constructs.ve obligation to Make payrnents to third wties, il is Probab that the Settlet will be Muired and the arUnt ol the obligation c8n be measurad reliably. It 1$ catgod5ed under th• followlng headings.. Costs of raisiry funds., Expenditure on charitsb a¢tivilie$.' and Other axpenditura r8prasènls tho$0 liams not falling into th8 categori85 abovo. Irrecovèrable VAT is charged as an axp8nse against the activity lor %thich expenditure arose. 1.5 Tangiblg flx9d a559ts and depr9clatlon Deprocialion is provided at rat8s calculated to write off the Cost less reslal value of each aet over its expected useful lrfe. as foll3.. Computer equipmènt- 1 ya8r str&ght linè 1.6 Debtorn and ¢redllors reGelvable I payable wlthln otte y•ar Debtors creditors wth no slated interest rale and re¢8ivable or payatt Mqthin one year art recorded at transac0Th prke. Any k)$$es ad$lng from Impainnenl arè rocognis in èxpondituro. 1.7 Cash Cash and cash equNatents are basic financial assets and include Cash in hand. deposms hÈld al call th banks. other short-tern liquid iThvestrnents with original malurilles of three months or le$$, and bank ov8rdrafts. 1.8 PenslonÈ The ¢hatity operales a defined GontributKJn plan lh8 benefil ol It8 empbyees. Conlribub'ons art expensed as Ihèy becun8 payable. 2. knatys15 of gxpendlturg on charltable ¥Ito$ Unrestricted Designated Restricted 2025 2024 Staff and Contract Salaries Penslon Staff expenses Training Volunle8rs 8xpenses Trustee expenses Renl and reom hire Rale5 Lpahl. he31 and power Insurance Repairs and renewa15 Printing. postay ané $talK)nery IT and EbSite costs T8PhO Accountancy fees Prof8S8ional f88S Sundry expenses Bank charge5 Group outirys SubsptIOns DepreGiaknn 18,017 721 227 65 368 53 7.650 382 899 157 1.432 469 624 2.284 1.320 35.944 1.438 256 53,961 2,159 483 65 2,047 53 8,723 382 899 157 1,432 483 624 2,533 1,320 $2,559 2.103 133 65 3,283 21 9.008 289 1,533 475 445 1.133 1,679 1.073 14 249 1,903 1.200 726 Éo 1,1fj8 1.894 60 230 10 35,454 41,821 77.275 75,640 Manag•mont f40$ 8.859 75.640
UNITE- CARERS IN MID DEVON NOTES TO THE FINfvI4¢1AL STATEMENrs YEAR ENDED 31 MARCH 2025 3. Indep8nd¢nt examlneys fees 2025 2024 preparaOn of slawiory accounts Exèmln8tlon lè8 990 330 1.320 900 300 1,200 4. Tru$¢eu' emoluments 2025 2024 Trustées rwnuneratk)n Expenses r87)bursed - various expenses 21 Numberof trustees lo whom expenses w8re reimbursed 5. Staff cost¥ and employee benefits 2Q25 2024 Wages and salars Srrial Security Defined c0ntribjt pension cost5 53,961 52,559 2,159 56,120 2,103 54,662 ReduTrJancy paY[rt8 The average nurnberof 8mploy88s during the yaar was No empbyee re¢ewed emoluments above £60,000 6. Pension Costs The company operated a defin6d contribution pension scheme In respect of employees, The schem• and its assets a held by independent managers. Th8 pension charge represents wnlribulions due from the ompany amounted to £2,15912024.. £2,103) 7. T&n4lblo ffiX asèts Computer E4ulpm¢nt Cost At 14>ri12024 Additions Disposals At 31 Maith 2025 2,319 2,319 Depreciab"on At 1 Apn'l 2024 Charg8 for th8 Year Eliminated on disP05al At 31 Marth 2025 2,319 2.319 Nttt Book Value At 31 March 2024 At 31 Marth 202S 8. DebtDrs- amounts falling due withln one year 2025 2024 Trade deblors PrepayntS 157 175
10 UNITE.CRER8 IN MID DEVON NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2025 9. Cieditorn- amouwrts falling due withln one year 2025 2014 Ttadfy crgditor5 othw taxes and sotsal security 1,173 718 65 1,253 10. Res¢rl¢ted funds 2024 Incoming Outgoing Transfers 2025 sit9 Service Restrlcted funds 2023 Inry)mlng Outgdng Tr8nsfers 2024 Silting S8rvic8 S.180 5,180 5,180 5.180 Sltting s•rvi¢•- this Ys Social group to allow carer5 to leave their caree5 a TTh)nih whilst tY enjoy a respite from thelr ¢arfng rde. 11. De8lgnalod fund8 The income funds include the fdkn¥%ing designaled fLmds which hav8 been set asid8 out of unreStrted funds by the dlredors ftr $pedfic wrposes 2024 Des(onotk)ns Uts"Ik8ed Transfers 2025 Carers suppcft 9roup Volunteer SuFPOrt forAdutt carS 1,2fj7 1,658 3,000 4,858 23.237 45,179 8,416 20,921 42.179 63.100 809 1,267 609 2023 095vJn8tS utiled Transfer5 2024 ca($ supp£¥l group Volunl88r Support for Adu Care 6,286 17,225 44,978 62,203 12.206 7.654 19,860 1267 37.324 37,324 6,286 1,267 Cargr Support Groups-This fu¥wJnig is for Ihg runtury of Support Groups throughout Mid Devon cludIng Ihe Forget-M&Not Cdfé. Sitting Service and 085is 0upS for the carer5 of Peop wlh rnenx)ry dlfflcLAlies. Volunteer Support for Aduli Car•rs - This funding is forthe volunteer supwrt 10 Adu Carers Indudi befriending. te18phon8 CYJtreach. ber&aVent. IT support, lorrn filling and coun581in9.
11 UNITE- CARERS IN MID DEVON IIOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 klARCH 2025 12. AMlysl$ Of not a$$8ts botw¢¢n fund¥ Unresiricled Restricted funds funds Total funds Fund baLqrKes at 31 Mareh 2025 are represented by: Current assets Current liatslities 98.812 1.891 96,921 98,812 1,891 13. R¢lated party tr4n$a¢tlc*ns The have been no reted party transactions Sn the year
UNITE . CARERS IN MID DEVON FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2025 Contents Page Refer•re and adrninistratictn Trustoès report 2-3 Independènt txamlnsls rèport Stalemenl ol financial activili8s Balance sheel Notes to the fir*ar181 ststements 7-11 CHARftY NUMBER 1099188 COMPANY NUMBER 04779388
UNITE- CARERS IN MID DEVON REFERENCE AND ADMINISTrAnoN DETAILS RegiStd charity number 1099188 Company numb 04779388 Chartys principal addr8SS 2 Bridge Street Tiverton Devon EX16 SLY TNst888 8emice Phlbrick Ichairl Pat Eardley Tina Vvebber Jack Buknn Flona Black)n lappoinied August 20241 Janlne siedman (appointed septemb 20241 Pgul Fit2tnautice (resigned July 20241 Stephanie Hart Iresigned January 20251 Inlkpendenl examiner Mrs M Hutchings Aps Chartered Accountant5 21 Bampton Street Tiverto Devon EX16 6AA 8ankèrs CAF Bank Litrmted PO 8ox 289 Wesl Malllng Kent ME194TA
UNITE- CARERS IN MID DEVON REPORT OF THE TRUSTEES YEAR TO 31 P4ARCH 2025 The Trustees present their rep¢>rt and the financial stalemenls of the ¢hwty for Ihe year ended 31 March 2025. The tru51ees have adopted the provisions of the Slaternent ¢1 Reeommended Practi¢8 ISORPI"Accounting and Reptriir@ by Charibes- IFRS 1021 In preparlng the annual rep([ flnanciol statomenls of the charity. OBJECTIVES AND ACTlVtriES Surrffiary of the objects ofthe charity 5•t out in Its govemlng do¢ument To prornote any charltablg putPOSg for tho bengfit of unpaid Carers who IoDk after someone hvho depend8 upon thern In the Mid Devon a8. Surnmary of mzin activit185 in r•lation to tho$0 obj•¢t1$ Unite Carers provide5 adVI- face to facÈ. by lelÈphonè by e-mail. Unite Carors, volunteers ftwet ¢arer$ r freshments and visit Car&rs at home to provide 'befrnding. suppjrt and can s150 provide fogJla teFephone support calls, as well as IT support and a group sitting serwice lo allow c8r8rs to g8t respite from their Garing riAe. A $pe¢iali$t"Forg81 Me Not. C8f& for people with dementia and their carg operates once a month in Tiverton. "Oasis. peer 8UPPOrt groups for carers of P80pl8 with d8rn?ntia are hehl Monthly in Tiverton and CulloTnPtGn. Other general and specialist Carer Support Groups run èvery mnth li various locations io provlde Car6 th the oprM)rtuniU&s for peer 8UPPOrt includlng tlwe ring for ¢hik1rn, te•nag¢ts and ats with sp¢cial Oducat)n8I noods a1 those with d8Thntia. The charty curyenly has 58 tsained volunteers who help to providè our servitss and who a vital to Unitfj Carers. Th ¢ontribuUon they make in supporting Carars is invaluabK8.' Supporting Iha oftKo, helping with CarS. groups, sending out invilalions. acting as first-stsge mentors, phoning Carers at home for a friendly Ghat and visiting care to provide soual $uprKYt and practical as&slanc8 as well as forni fillno, IT $upp(rt and counselling. Th8 chsrity a150 SUPPOrt$ foTm8r carets. 1 our groups are free of charge. The Twste8s have regard to the Charity Commission guldance wbll¢ ben¢fft and belleve Ihls l& achieved vba the charftys 0e¢t88. 3cliYities and good govern3nce. ACHIEVEMENTS AND PERFORMAN¢e Summary ol the main achievemonts of the charrty during the year We now have 13 monthty 8UPPOrt 9roup5 wlh 8Th averago 01103 attendances per month. 51 carers recewe fxe to face befriending ortelephone support. Our counsellors have dellvered 137 counselling sessions to 17 caier5. 10 CarS have recelved IT supporf and slaff and voluntoors havfj dèlivered 59 form filing appointment5 to car8rs. At lh¢ end Of th* year, we had 401 carets and 78 fomier ca1$ registed th Unite. All r8cewe our New51etters. the malority by trmall. Support forAdull Carer5- Volun180r support continues. with Carers benefiting from home-ViS¢t5. meeting for wffee or 1VIng telephone support services as well as support groups, IT, fomi filling, bereavem2nt support and counselling. Support Groups have continued to provide r8Wte breaks and oppjrtunities lor car$ across Mid Devon. The 'Forget M8 Not. Caf& 1$ h8ld monthly in Tiverton wlh increasing sUPtx)rt an¢J nvmbers. P80pl8wth d8m8ntia and Iheir Car8rs are abl8 to enjoy a paSant Soal aftemoon with tea. cakes ar ¢hat and help and advlce, wmh 5UPPOrt from expernced volunteers and 50metirne5 with thats from [lesS1oal8 Our newest group'A Drfferent Journev. offers support forcarers and Ihe ca-fOr re¢gnlly diagnosod wlh dgmgntia. Th8"Oa&s support groups, for dementia carers. are hel¢J mthlY in Tivgrton and culMPlon. We 1 Support groups for al carers in Tiverton, Cullornplon. Batnpton and Uffculrne areas. WÈ arè also pleased to conlnue to support the monthly Form8r car$ Lun¢h. Slttlng S•Thico Our'safe Stop sla1 Gft)up" in Tiv8rton lntInUed to mn t¥Mce 8 rrL)nth bui due lo very small attendaTh numbers the group will a$a in April 2025.
UNITE- CARERS IN MID DEVON REPORT OF THE TRUSTEES YEAR TO 31 MARCH 2025 Counselling Servi¢• Our free counsellin9 seNicè is in great demand bwth 137 8ossion8 provided to unpaid car8rs throughout the yèar. Publl¢l¢y and Promotlon We wel¢oft invitats'ons to wornole our services lor Carers and during thi5 year we have (LtInUed to wort wdh other gwups to provide InfoTration 51ands at local ovents. Further Developmènt We run $pe¢rfi¢ training courses fof voluntews bTri$hing lo $upp(t Adult Carers. We ¢ontsnue lo strengthen our $ervKes to Carers Ihrou9h U)e further depment of ow team of ¥onteerS and expanslon of our groups and serviw. Our staff recelve appropriate updated training for Iheir roles. FINANCIAL REVIEW Result for the year The finarKial 51atem8nts show net surplus for the year of £11,77312024'. n81 Su15 of £19,7601. Reslricled funds at Ihe year end lolal £Nil12024.. £Nill. Designated funds at the year end total £60912024.. £1,267) Ullrè5trKi6d funds at the year ond 10t £96,31212024.. £83,881) Brl¢f $ummary of Ihe ¢harltl$ poll¢y on $tr SLth¢lent funds should ahvays be avalable, equlvalent to at least 61x months of operational Costs to meet all ¢ommitsnents am1 for effecb"v& transition of Carer supprrt. should the need arise. Unlte hOS no fixed property assets and all other assels (equipment, et¢.} ar8 written ofl in the year of purtha$8. STRUCTURE, GOVERNANCE MANAGEMENT Type of govemlng document Memorandum and Artides of Associalion How th ¢harlty Is ¢on¥tittited Company limited by Guarantee Addltlonal governance1s8ues Trustees are invited lo s8rvg from existing volunteers who are usually Carers, fornwr-Car8rs or support8r8 of th8 Organisatn. We are obhged to h8ve at least one third of our Trustees 8s experienced Carers as we need lo ensure that our organisation is truly'Carer48d'. Pol8nlial TnJst88s m881 wth the Chair and another trusteè for a discussion about the role, the charty, it's objectives and If8 posltion lo flate, plus an ide8 of what is expected of them. li tho candidate is still int8r8sled they will b8 asked to attend a Trustee rneeting as an observer and Ihereafter. both parties being in favvur, Mryll be voted On the Board. Al ngw Trustees are asked to visit Iho Charitios Comtnissim website and Ihi%oughty read 'Th& Essenlal Trustge. whi¢h lescribes the roles and re8ponsitlities of TnJst8es as well as undertake on-line training lor n8W tnjslees. They will receive a Volunle8r$ han(Jbook at the tirn8 Ofpiny Unit8 whkh contains much useful information. In accordance wsth the Charity Cornrnission's requirement$. thè Tru5t8ès regularty r•viow the risks to which Ihe organisation rnight be exposed. OTHER OPTIONAL INFORMATION This year saw the ¥4>pointtnent of 2 newTrustees and the r&sigTralion of 2. Our General Manager rewrts to the Board of Trustees tr Charity's ffi'nancial st8tus and funding appliCatTr situation which 15 discussed OP8[Y al the rnonlhly Trust89 mgelings so that reasonable and prudgnt deci5i0ns on the charity's fundin9 and oxpendityre may bo ma(le. We do not receive any dir8d Ictsj or e8ntral funding to support our op8ratiDns and rely mainly on grants from Charitab trusts and foundatlons. W8 are lucky 8nough to ba In r8cglpt of a numb8r of donations from local individuals and LKganisatioDs wkrJ recognise the 9ood worf( that Iks. FundirvJ Unite's operations ¢oniinues to be chalng1W. This r8port has bggn prepared taking advantago of thg small cownies gxgmption of Section 415A of the Companies Ad 2006. Approval Thi% report wa5 approved by the board of Directors and TNstees on ......... .... and slgned on its bohalf. I&L Lp&-L J.&f MR$ F BLADON (TRUSTEE)
INDEPENDENT EXJNINERS REPORT TO THE TRUSTEES ON THE UNAUDITED FIMANCIAL STATEMENTS OF UNITE. CAR£RS IN MID DEVON I report to tho charity trusto0s on my axamination of the sccounl$ of tha companylorthe year ended 31 March 2025 which ar8 set oul on pages 5 to 11. Re8pectlv• responslItI*$ of tru$t••$ and •xamin•r As the chahty tru$teos of Ih& wmpany land also rts dirgCtOTS for thg PUry)¢)ses of o)mpaTry lawl you are responsib for the preparabcfi of th8 acwunls in 8ccordance wilh the requlremenls ol the Comp185 Act 20061'th8 2006 Act'l, H8ving saNsfied myself that Ihe 8tt0unls of thÈ tompany are not requlred to bÈ audited under Part 16 0(the 2008 Act and a eligibl? for independent examination, I report In respect of my examination of your coranS accounts as carried out under sectK)n 145 of the Charities Act 20111'the 2011 Acl'l. In Ca9 out rny eXatiOn I have folk)wed tbe Directions given by Iha Charity Commlsslon under se¢tlon 14515llbl tsf th• 2011 A¢t. dapondent gxamlnerfs statèment I h8ve cotypleted my examination. l confirm th8¢ no matters have ¢ome lo my attantir in connection with Ihe ex8ntIon giviro cause to believe that in any malarial respect.. counting record5 are not kept in respect of the cornpaTry a5 required by seGlion 386 of the 2006 Ad., or nting r¢wrds do not ac¢ord those ie¢orés- or Ihe acccAJnts do not compty th the accounting qUIreMentS of section 396 of th8 2006 Act other than any requirement that the a¢¢ounts glve 8.true and fairvlew, vA)ich 1$ not a maller consldered 8S Part of 8n independent examlnation". or the accounts hav8 not been preparad In 8ccordanc8 the thOdS and prinaVe8 of the Statement of Recommended Practk& foraccountng and reporting by charities applicable to chadties preparlng Ih8lT accounts in accordance wilh the Financial Reporting Standard applica? in the UK and R8public of Ireland IFRS 1021. I have nts concerns and have Gotne aGr05S no other matters in connectw with Ihe examination to attentlon shoukl be drawn in this report In order to 8n8bl8 a prop8r understanding of the accounts to be reached. Mrs M Hut¢hI$ Ap$l•y$ Chartered Accountants 21 Bampton Street Tlv•rton EX16 6AA
UN1TE-CERs IN MID DEVON STATEMENT OF FINANCIAL ACTMTIES IINCI)RPORATING INCOME AND EXPENDITURE ACCOVND YEIR TO 31 MARCH 2025 Tol21 2025 Totsl 2024 Notes Unresiricted Designated Restricted Income and endowm•nls from: Donations Grants Income from rxjntracts Int8r8St other income T¢tal In¢omp and endowffleTrts 9,832 69,697 57 3,831 .889 73,$28 13.S25 77.760 4,861 4,861 770 89.048 2.777 1.338 95,400 770 4,658 84,390 Expenditure on: Charitatrde Total expendlture 8,859 8.859 68,416 68,416 77,27S 77275 75.640 75.640 Net in¢ome I lexpenditurel beforn tran8fer8 Transfers between funds 75.531 I63,1) 163.7581 63,100 11.773 19.760 Net incom• I léxpendl¢urel •ftertransfors Fund balancos at 1 Aprll 2024 Fund balances at 31 March 2025 12,431 83,881 96,312 16581 1.267 11.773 85.148 96.921 19,760 65.388 85,148 The notes on pages 7 to 11 fo part of these financial statery*nts.
UNITE- CARERS IN MID DEVON BALANCE SHEET 31 MARCH 2025 202$ 2024 Note5 Non*urrent assets Tangible Fixed a$set$ Current a$$¢ts Debtors Cash al bank and in hand 175 88,226 86,401 98,812 98,812 Creditors.. Amount5 falling due within one year 1,891 1,253 Total a$s¢ts kns$ ¢urrg1)t Ilablllt1•5 Net 8ss•ts 96,921 96,921 85.148 85.148 Income funds Reslrict8d funds Unrostrictod fund$ Designated funds Other charilabl8 funds 10 609 96,312 96.921 1.267 83.881 85.148 For the ending 31 MarGh 2025 the wmpany wgs entitled to gxgnwion from audlt under secllon 477 of the Cornpanw5 Acl 2006 re181ing to srnall companies. DIreor$, re4)oD$iblilies'. . The members havo not roquired Iho company to obtain an audlt of its accounts for the year in question in accord8nce with Section 476- . The d1ClOr$ acknowledge their respon5ibi1it18s fDr corr¥)tying knAth the requir8m8nt8 of Ihe Act with sPeCt to accouniing record5 and the preparation of accounts. These accounts have been wepartd in accordance th the prowslons applicabl8 to compani88 subj8Ct to the small Companies. regine. The financyal 5ta¢ements wEre approved and authtiised for i55ue by Ihe Irustees on........ and srgned on Iheir behalf by. MRS F BLADON (TRUSTEei Th8 niles on pages 7 10 11 lom) part ol these finan¢ial $¢atemenls. C(1panY numbar 04779388
UNITE. CARERS IN MID DEVON NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2025 1 AtIng F>oIiGi•5 1.1 General Informatiijn ¥nd basis of preparation Unite- Car&rs in MKt Devon 15 a Private Limiied CcmpaThy by guarantee and Charity registered in England within the United thgdom. Tha charity constilutes a public benefit entity as defined by FRS 102. The financial stat8m8nts have b88n prepared in accordan vAlh AGGountlng and Reporting by Charitl8s. Staterrnt of Recommended PrxtiC8 applicable lo charilt8S Ptepahng Iheir accounts in accordancé th the Financial Reptyrting Stdard typlicable in the UK RepublK of Ireland IFRS 1021 issued on 16 July 2014 las Updated Ihrou9h Urxlaie Bullolin 1 puNish8d on 2 February 20161, th8 Ch8rities Acl 2011, Ihe Companies A¢t 2006 and UK Generaly AeGepted AccrAJnting PradKe as il applies from 1 January 2015. The ¢harty has applied Update Bulletin 1 as published on 2 February 2016 and does rtr)t includ8 8 cash fk)w statement on the grou5 Ihal it is applwng FRS 102 Section 1A The financial staterrEnts are prepared on a going concem basis under the historical cost cmvention, nY)dified to include certain itefyks al fair value. The financial statements are presented in sierling wttrch is tha fun¢tional ¢urre of the charity and rounded lo the nearest £. The swnificant actounling poli¢18s applied in Ihe weparaknon of these financial state¥nents are set tyjt beknw. These pc1iu8s have b8eTh eonslslenuy applied to 811 years psented unle$$ olheMi$e staled. 1.2 Fund8 Unrestricted funds are availab18 for use al the discrelion of the trust$ in furlherw¢g of the gora1 ol'ectNes of the charity and whKh have not been design8t8d for other PUse5. D•signaied funds comprise unreslricled funds that have been set ashle by the tnjstees for parbcular purposès. Tha aim and use ol each d8$ignated 15 set out the note5 to the financial staternents. Restricted funds are funds which are to be used In accordance vrith specif* rèslridlons Imposed by donors orwhieh have been raised by the charity for partilar purposes. The cost ol raising and admini8tenng such funds are ¢harged against Ihe spe¢ifjc fund. The aim and usè of each rastiicted fund is set tsjt in thè llotè5 to the finand81 statements. 1.3 Income recognltlon l incoming resources are included in the Statem8nt ol Financial Acbviti8s ISOFAI Nthen the ¢hariiy is legally entttled to the income after any p9rforrnance ConditnS ha been mel, the amount can be measured relkqtdy and il is probabl& that the in¢ome will be received. For dgnation$ to b9 rètognlsgd the charity wlll have been nolified of the amounts and 5etUernpnt date in ¥ffitsng. If there are cond'lions attached lo the don81ion and Ihis requires a level of performance before enliuernent can be obtained then incorne is deferred until those condrtions are fully mt or th8 fuffilnt of th08e condition$ is bmthin the ntrol of the charity and ik Is probabl8 Ihal th8y will b8 fUed. No amount is induded in thÈ finanri81 ststents for vdunteei tiwne in line with the SORP IFRS 1021. Further detail 15 given in the Trustees. Annual R8port. Inv8slm8nt In¢ome repsents bank Snterosi and is accounted forwhen received. Gov8mm8nt grants are egnIsed at tt)e lair value ol the asset received or rl¥aLle when the is reasona8 assurance that grarbt condilions will b& met the grants viill bè re¢8lved.
UNITE . CRERS IN MID DEVON NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2025 1.4 Exponditur8 recognition 18xpendttur8 is accounted foron 8Tr atcruals basis and has been cla$sffled unéer hgadlngs that 8ggr8gate all cos15 relaled lo ihe category. Expenditure Is Tecognised where therè is a legal or constructs.ve obligation to Make payrnents to third wties, il is Probab that the Settlet will be Muired and the arUnt ol the obligation c8n be measurad reliably. It 1$ catgod5ed under th• followlng headings.. Costs of raisiry funds., Expenditure on charitsb a¢tivilie$.' and Other axpenditura r8prasènls tho$0 liams not falling into th8 categori85 abovo. Irrecovèrable VAT is charged as an axp8nse against the activity lor %thich expenditure arose. 1.5 Tangiblg flx9d a559ts and depr9clatlon Deprocialion is provided at rat8s calculated to write off the Cost less reslal value of each aet over its expected useful lrfe. as foll3.. Computer equipmènt- 1 ya8r str&ght linè 1.6 Debtorn and ¢redllors reGelvable I payable wlthln otte y•ar Debtors creditors wth no slated interest rale and re¢8ivable or payatt Mqthin one year art recorded at transac0Th prke. Any k)$$es ad$lng from Impainnenl arè rocognis in èxpondituro. 1.7 Cash Cash and cash equNatents are basic financial assets and include Cash in hand. deposms hÈld al call th banks. other short-tern liquid iThvestrnents with original malurilles of three months or le$$, and bank ov8rdrafts. 1.8 PenslonÈ The ¢hatity operales a defined GontributKJn plan lh8 benefil ol It8 empbyees. Conlribub'ons art expensed as Ihèy becun8 payable. 2. knatys15 of gxpendlturg on charltable ¥Ito$ Unrestricted Designated Restricted 2025 2024 Staff and Contract Salaries Penslon Staff expenses Training Volunle8rs 8xpenses Trustee expenses Renl and reom hire Rale5 Lpahl. he31 and power Insurance Repairs and renewa15 Printing. postay ané $talK)nery IT and EbSite costs T8PhO Accountancy fees Prof8S8ional f88S Sundry expenses Bank charge5 Group outirys SubsptIOns DepreGiaknn 18,017 721 227 65 368 53 7.650 382 899 157 1.432 469 624 2.284 1.320 35.944 1.438 256 53,961 2,159 483 65 2,047 53 8,723 382 899 157 1,432 483 624 2,533 1,320 $2,559 2.103 133 65 3,283 21 9.008 289 1,533 475 445 1.133 1,679 1.073 14 249 1,903 1.200 726 Éo 1,1fj8 1.894 60 230 10 35,454 41,821 77.275 75,640 Manag•mont f40$ 8.859 75.640
UNITE- CARERS IN MID DEVON NOTES TO THE FINfvI4¢1AL STATEMENrs YEAR ENDED 31 MARCH 2025 3. Indep8nd¢nt examlneys fees 2025 2024 preparaOn of slawiory accounts Exèmln8tlon lè8 990 330 1.320 900 300 1,200 4. Tru$¢eu' emoluments 2025 2024 Trustées rwnuneratk)n Expenses r87)bursed - various expenses 21 Numberof trustees lo whom expenses w8re reimbursed 5. Staff cost¥ and employee benefits 2Q25 2024 Wages and salars Srrial Security Defined c0ntribjt pension cost5 53,961 52,559 2,159 56,120 2,103 54,662 ReduTrJancy paY[rt8 The average nurnberof 8mploy88s during the yaar was No empbyee re¢ewed emoluments above £60,000 6. Pension Costs The company operated a defin6d contribution pension scheme In respect of employees, The schem• and its assets a held by independent managers. Th8 pension charge represents wnlribulions due from the ompany amounted to £2,15912024.. £2,103) 7. T&n4lblo ffiX asèts Computer E4ulpm¢nt Cost At 14>ri12024 Additions Disposals At 31 Maith 2025 2,319 2,319 Depreciab"on At 1 Apn'l 2024 Charg8 for th8 Year Eliminated on disP05al At 31 Marth 2025 2,319 2.319 Nttt Book Value At 31 March 2024 At 31 Marth 202S 8. DebtDrs- amounts falling due withln one year 2025 2024 Trade deblors PrepayntS 157 175
10 UNITE.CRER8 IN MID DEVON NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2025 9. Cieditorn- amouwrts falling due withln one year 2025 2014 Ttadfy crgditor5 othw taxes and sotsal security 1,173 718 65 1,253 10. Res¢rl¢ted funds 2024 Incoming Outgoing Transfers 2025 sit9 Service Restrlcted funds 2023 Inry)mlng Outgdng Tr8nsfers 2024 Silting S8rvic8 S.180 5,180 5,180 5.180 Sltting s•rvi¢•- this Ys Social group to allow carer5 to leave their caree5 a TTh)nih whilst tY enjoy a respite from thelr ¢arfng rde. 11. De8lgnalod fund8 The income funds include the fdkn¥%ing designaled fLmds which hav8 been set asid8 out of unreStrted funds by the dlredors ftr $pedfic wrposes 2024 Des(onotk)ns Uts"Ik8ed Transfers 2025 Carers suppcft 9roup Volunteer SuFPOrt forAdutt carS 1,2fj7 1,658 3,000 4,858 23.237 45,179 8,416 20,921 42.179 63.100 809 1,267 609 2023 095vJn8tS utiled Transfer5 2024 ca($ supp£¥l group Volunl88r Support for Adu Care 6,286 17,225 44,978 62,203 12.206 7.654 19,860 1267 37.324 37,324 6,286 1,267 Cargr Support Groups-This fu¥wJnig is for Ihg runtury of Support Groups throughout Mid Devon cludIng Ihe Forget-M&Not Cdfé. Sitting Service and 085is 0upS for the carer5 of Peop wlh rnenx)ry dlfflcLAlies. Volunteer Support for Aduli Car•rs - This funding is forthe volunteer supwrt 10 Adu Carers Indudi befriending. te18phon8 CYJtreach. ber&aVent. IT support, lorrn filling and coun581in9.
11 UNITE- CARERS IN MID DEVON IIOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 klARCH 2025 12. AMlysl$ Of not a$$8ts botw¢¢n fund¥ Unresiricled Restricted funds funds Total funds Fund baLqrKes at 31 Mareh 2025 are represented by: Current assets Current liatslities 98.812 1.891 96,921 98,812 1,891 13. R¢lated party tr4n$a¢tlc*ns The have been no reted party transactions Sn the year